Alexander Lin @linfluence Twitter profile

Pinned Tweet

Alexander Lin

1 month

VCs are industry architects, serving as one of the earliest supporters of bold ideas and radically idiosyncratic founders. But in crypto, we've made a mess. I'm excited to launch @reforge_vc alongside @carlhua to be the wrecking ball and the new foundation.

71

34

324

Last Seen Profiles

@stw_pdg

@bountyvr2812

@ur_pod

@Benkreitzer

@couples_mot7arr

@ApeliaRemo

@StefanTreue

@Scarlet70435884

@imas_tv

@rudokemper

@makawyk751442

@k0gamitsu

@Malusakam

@loloayy

@allygreendance

@Gaziantepevli0

@Ernesto24381595

@kosenconf151

@fwmesuicide

@nanase8990

@j_megs

@escualos

@aaddeellaa82799

@mycakeboys

@patrickzaki1

@VixenVenom_

@kr1t1kaal

@SagarAsanePati1

@JAvileroS

@DOGGONSOLANA

@Zahraa1212184

@foulplay

@oliviarose18xx

@bestealim

@ArteltCordula

@nlb897

Alexander Lin

@linfluence

2 years

The CESC Zero-Knowledge Proof Workshop was held yesterday at UC Berkeley and I couldn't be more bullish on the future of ZKPs and their deployment in blockchains and web3. If you didn't attend or watch the live stream, I got you! Here is absolutely everything you need to know 🧵

21

205

485

Alexander Lin

@linfluence

3 years

“Do you want to reinvent the financial system or just work for a consulting company?” @Mashinsky 🤝 @MITSloan Legend.

11

46

238

Alexander Lin

@linfluence

2 years

maybe the reason crypto conferences are such a huge deal compared to tradtech is because we haven't crossed the chasm for more mainstream adoption and the only product market fit beyond speculation is shared in a perpetual capital flow loop between industry participants and no

8

97

104

Alexander Lin

@linfluence

2 years

Loved giving a talk about Move and introducing @AptosLabs to developers and investors at the @aves_lair Aptos Hackathon in NYC! If you’re building in a Move ecosystem, let’s jam.

7

88

Alexander Lin

@linfluence

3 years

@lolitataub 🙋‍♂️I'm a fund manager at an early-stage venture fund affiliated with Cornell () We're an evergreen fund and don't have LPs so our investment thesis is a bit more flex, particularly when it comes to pre-rev startups. Happy to connect with the founder!

24

4

171

Alexander Lin

@linfluence

4 months

another crypto conference where projects spend vc money to "business develop" and build rapport with the same projects they met with last conference over bfast/lunch/dinner/happy hour in order to maintain a healthy pipeline of logos for use in their X/discord marketing campaigns

11

6

169

Alexander Lin

@linfluence

7 months

My first meeting with the Berachain team was in an Uber from the Denver airport to my hotel for EthDenver 2022. A standard 45 minute introductory call turned into an 1hr+ long sesh vibing with the Beras talking about everything from my days as a web2 product manager to

Berachain 🐻⛓

@berachain

7 months

We're thrilled to announce our $100M Series B round, co-led by @BHDigitalAssets and @hiFramework

1K

2K

7K

27

13

142

Alexander Lin

@linfluence

2 years

over a year ago, we invested in a team of anons with pfps of bears smoking weed looking to solve some of defi's hardest problems today, they're a team of anons with pfps of bears smoking weed equipped with $42m bags building one of the best ecosystems this industry will ever see

Berachain 🐻⛓

@berachain

2 years

We're excited to announce our $42.0M fundraise from leading funds and angels including @polychaincap @hack_vc @daofive @tribecap @citizenxcrypto @shimacapital @robotventures @zmanian @musalbas and many others to build the deepest pools of liquidity in DeFi.

781

1K

3K

11

7

127

Alexander Lin

@linfluence

3 years

@jarroddicker @cdixon Attacking “gm” and similar cultural memes in the industry is a facade. In reality, they’re attacking the very principles of web3 because they know they’re at risk of become irrelevant and fail as it becomes more mainstream. Web3 values are the antithesis of their ethos

6

5

111

Alexander Lin

@linfluence

4 months

if the @SECGov aims to protect investors, it should enforce and mandate that US funds can only invest in projects with transparent token distribution and vesting processes, along with well-defined checks and balances for token-related activities. the current project and

72

14

76

Alexander Lin

@linfluence

1 year

Talking about all things defi and blockchains to students at @BrooklynTech_HS as part of a 6 week summer blockchain education boot camp in NYC. In 5-10 years they will be our power users - maybe sooner! huge shoutout to @thejctf , @CUBlockchain , and @tokenomacs for organizing.

15

1

89

Alexander Lin

@linfluence

2 years

Missed the opportunity to drop out and go full degen, but this isn’t a bad alternative grad school: ✅

20

0

85

Alexander Lin

@linfluence

7 months

unified user experience requires multichain modularity

5

2

5

Alexander Lin

@linfluence

3 months

most deals in crypto are not venture backable yet most investors tell themselves they are because eventually launching a token ostensibly means your TAM is infinity subpar founders will continue to take advantage of this and the industry will continue facing the consequences

6

5

60

Alexander Lin

@linfluence

7 months

gmonad from encrypt london 💜 i’ve been riffing with some of the best teams in the space and cooking up some thoughts on what a post-parallel EVM world will look like. stay tuned.

3

1

56

Alexander Lin

@linfluence

2 years

Going in on @AleoHQ zkapp development with the legend @1HowardWu 🫡

3

8

54

Alexander Lin

@linfluence

2 years

Spurred by existing web3 market conditions, I spent some time thinking about the importance of application layer protocols. While making sense of their current state, I ended up developing a framework for assessing and projecting their impact. 🧵

An Evolution of Web3 Consumerism – Assessing Application Layer Protocols | Notion

Written By: Alex Lin

shimacapital.notion.site

9

8

52

Alexander Lin

@linfluence

2 years

Day 1 ETHDenver hackathon vibes! Ideas are flowing ⚡️ Shoutout @ssv_network

3

7

51

Alexander Lin

@linfluence

2 years

Two very powerful outcomes from notable advancements in hardware-accelerated zk will begin to manifest in 2023: on-chain games and on-chain ML training & AI inference calls

4

10

52

Alexander Lin

@linfluence

3 years

@lolitataub I can also connect founder with an angel network and other prospective investors if there isn't a good fit.

6

3

50

Alexander Lin

@linfluence

2 years

my consumption of pad thai and whitepapers on a sunday evening is more voracious than a famished pack of hyenas on the serengeti

7

6

50

Alexander Lin

@linfluence

1 year

quick thoughts on dydx v4 mev the in-memory orderbook approach has really interesting mev consequences that go beyond traditional arb, sandwich attacks, etc. why? because the in-memory order book design only commits filled orders to consensus resulting in selective inclusion

1

10

45

Alexander Lin

@linfluence

2 years

my iOS app stack (by usage) as a crypto vc and researchorrr browser: @browsercompany comms: @telegram @discord email and calendar: @Superhuman notes: @NotionHQ @obsdmd code editor: @code vibes: @Spotify extensions: @alfredapp @bjango pw: @1Password what's yours?

9

0

46

Alexander Lin

@linfluence

6 months

stayed at an airbnb in dubai and cooked with one of the most goated teams building at the intersection of ai and crypto that I can actually get behind 🔜

3

43

Alexander Lin

@linfluence

7 months

translation: we pivoted away from our risk management l2 by forking el (including multi-sig gov) and using similar language from other omnichain restaking networks to hop on the [re]staking hype train last time i checked, [ethereum, arbitrum, k2] != universal 🤔

Karak 🍊

@Karak_Network

7 months

Salam We recently announced our $48M Series A at $1B+ to accelerate universal security for @Ethereum and beyond Today we're excited to provide a peek into the Karak endgame The universal restaking layer powered by the entire cryptoeconomy across every asset and every chain 🍊

7K

37K

55K

4

43

Alexander Lin

@linfluence

2 years

had fun balling out with @LoganJastremski on his pod - get a little bit of everything with this one! Thanks for having me on 🫡 shoutout to @BoysClubCrypto for the merch

Logan Jastremski

@LoganJastremski

2 years

Excited to be dropping a podcast with @ShimaCapital Head of Research @linfluence Alex highlights his personal thoughts from ETHDenver, Market Outlook, and New Developments (L1 landscape, ZKML, etc.) Lots of goodies in this one! Full Podcast Below:

2

3

24

3

43

Alexander Lin

@linfluence

3 years

I’m super excited to announce that I’m joining @shimacapital as Head of Research and Investor, to help @yidagao and the team continue being the most value-add VC fund in the blockchain and web3 space. Excited for what the future holds.⚡️🚀

10

1

39

Alexander Lin

@linfluence

1 year

fully homomorphic encryption (fhe) sentiment has been increasingly buoyant and vigorous bc privacy-enhancing tech (PETs) like fhe is truly disruptive, esp w/ maturity of AI but rn scaling fhe is very computationally complex and impractical for real-world use cases. here's why🧵

3

4

40

Alexander Lin

@linfluence

6 months

integrity is an edge and it shouldn’t be

5

3

41

Alexander Lin

@linfluence

3 years

@AndrewSteinwold Norman Borlaug was an agronomist who was essentially responsible for saving billions of people from starvation through his initiatives and research for increasing agriculture production (eg, high yield disease resistant wheat)

1

35

Alexander Lin

@linfluence

1 year

"How do you know that the infrastructure you are building solves a real problem until you have app teams that you are solving for?" - @nickgrossman ethcc 2023 takeaway: we're too focused on innovating and building irrelevant infrastructure for non-existent app teams

6

0

35

Alexander Lin

@linfluence

3 years

@j0hnwang Love this and great work. Let's collaborate on the next research piece. ⚡️ Dropped this yesterday focused on $FTM tech stack and ecosystem.

2

4

32

Alexander Lin

@linfluence

2 years

⁦ @blockchainatusc ⁩ a bunch of legends - future web3 builders, operators, and investors Thanks for having me!

2

5

33

Alexander Lin

@linfluence

2 years

what if we're just living in a validator node of a universe as part of a larger network of simulated nodes working to establish consensus and dictating the actions of the one true omnipotent representation of ourselves living in in the original, genesis metaverse?

10

4

25

Alexander Lin

@linfluence

1 year

touching grass with the birdie machine @wkhosrowshahi1

4

0

31

Alexander Lin

@linfluence

2 years

zk cryptographic primitives for bitcoin are inevitable. the most valuable digital asset network by market capitalization is being compressed toward a major inflection point: - demand for using btc across financial applications and other ecosystems is growing at an exponential

6

3

31

Alexander Lin

@linfluence

10 months

LAL season incoming

Smokey The Bera 🐻⛓

@SmokeyTheBera

10 months

Berachain is the Liquidity Availability Layer

27

53

264

1

18

Alexander Lin

@linfluence

2 years

Excited to welcome the newest player to the interoperable playing field: Orb Labs! Their core products, @0xMagicLane + @0xEarlybird_ , are game-changers for any team looking to build more user friendly cross-chain applications. gas efficiency + speed + trust minimization I

Orb Labs 🔮

@0xOrbLabs

2 years

We are thrilled to announce that Orb Labs has completed a $4.5 million seed round to power the next wave of #blockchain interoperability... A 🧵...

24

29

127

2

5

28

Alexander Lin

@linfluence

10 months

amidst the news of Saga phones selling out, I reflect on the chat I had with @LoganJastremski on the @_Frictionless_ podcast back in March 2023 when I vocalized why I believe Saga could be an extremely strategic move for Solana and potentially even more important for the industry

Seeker | Solana Mobile

@solanamobile

10 months

The Saga is SOLD OUT! Words cannot describe how much we appreciate your support. We are nothing without this amazing community 🫂 While these past few days will be cemented in our history, we’re excited for the future 🫡 Stay tuned ✨

985

1K

5K

0

2

20

Alexander Lin

@linfluence

1 year

Consolidated, trustworthy, and permissionless information flow is CRITICAL to our data-driven economy, but it's severely lacking right now @0xIntuition is set to revolutionize this landscape I'm stoked to support @0xbilly and the s-tier team at Intuition through our investment

Intuition 👁️

@0xIntuition

1 year

🎉 Announcing our $4M seed round led by @superscrypt ! 🎉 Our mission is to enable individuals to create, explore, curate, and own a verifiable knowledge ecosystem that helps us navigate our exponential world. That mission is now backed by this incredible roster of partners👇

45

99

282

0

5

22

Alexander Lin

@linfluence

10 months

infrared team cooking up my favorite dish: liquidity🤤 a liquid BGT market and incentive layer for Berachain liquidity flows launching... and you're still fading the beras anon? 🐻⛓️

Infrared

@InfraredFinance

10 months

Introducing, Infrared

56

116

442

2

3

28

Alexander Lin

@linfluence

2 years

friendly reminder that catalysts for sustainable net positive inflows of capital remain incredibly scarce dear founders, aim to grow the overall market, not just your slice of it

0

6

28

Alexander Lin

@linfluence

2 years

Sales and BD in web3 are collectively a completely different animal compared to web2. Not only does @3RM_co aim to solve a very loaded problem space that existing incumbents are unable to address, but they're also reimagining what CRM means when built on blockchain rails.

3RM

@3RM_co

2 years

↓ Some exciting news ↓ Today, @3rm_co is announcing our $3m round led by @distributedG , supported by @shimacapital and many others! 3RM is on a mission to build the B2B sales infrastructure for web3. Thanks to @TheBlock_ for breaking the news below:

18

16

154

2

5

27

Alexander Lin

@linfluence

2 years

Having a @DuneAnalytics dashboard icon on a protocol's website social navigation bar alongside Discord, Twitter, Medium/Substack, etc. is a great move

1

2

25

Alexander Lin

@linfluence

2 years

10 years ago today: I didn't have anything else on me when I met him so I asked @neiltyson to sign my MATLAB homework on random walks. "May your walk through life be anything but random." -Neil Degrasse Tyson

3

0

26

Alexander Lin

@linfluence

2 years

Circle recently announced the Cross-Chain Transfer Protocol which will enable USDC to flow natively cross-chain thus eliminating the need for wrapped USDC. Beyond being more capital efficient and providing a better UX, this is significant for a number of reasons. 🧵 |1

2

4

26

Alexander Lin

@linfluence

4 months

am i the only one who thinks that minimal net new innovation infra that doesn't drive sustainable net new liquidity in-flows is still overvalued at $2bn?

Arthur

@Arthur_0x

4 months

Wow BLAST is only trading at $2b FDV, given how the previous L2 been trading at launch I would have expected $5b FDV at least. The days of highly anticipated infra projects trading at > $20b FDV at launch are probably over.

54

18

457

3

0

25

Alexander Lin

@linfluence

2 years

The perfect name for a game-changing project. Polaris will be the north star that Cosmos and other proof of chains need to support the next-generation of decentralized applications. @berachain has officially arrived

Berachain 🐻⛓

@berachain

2 years

Presenting Polaris The first OS project built from the ground up by the 🐻⛓️ team. Polaris is a general purpose blockchain framework enabling the integration of the EVM into any underlying consensus layer. Its current iteration has been optimized for the Cosmos SDK.

76

368

1K

1

2

24

Alexander Lin

@linfluence

2 years

arc browser release notes are elite @browsercompany

1

0

25

Alexander Lin

@linfluence

2 years

95% of products w/ a token are a pareto efficient economic experiment heavily skewed to significantly benefit a small group of early adopters with the loudest cacophony of voices to drive grift... bottom-feeders are at it again, thickly veiled by attractive price movement & vol

4

1

24

Alexander Lin

@linfluence

1 year

in 2012, buyers of my runescape accounts (i ran a bot farm for $ in college) paid me in btc because they didn’t want to pay forex fees on paypal, payoneer, etc. paypal’s “bug” of fees on tradfi rails intro’d me to crypto… now paypal’s feature, PYUSD, will intro millions more ⚡️

2

1

24

Alexander Lin

@linfluence

2 years

there has been a HUGE influx of web3 consumer projects currently in development - a hopeful and refreshing change to the existing prioritization of infrastructure infra is a means to an end: to deliver the best user experience of applications that consumers can derive value from

3

1

23

Alexander Lin

@linfluence

3 years

Thanks for having us @CUBlockchain !! Incredible day and I couldn’t be more bullish on the future of web3

Cornell Blockchain

@CUBlockchain

3 years

“Narratives” panel with @yidagao and @TravisScher moderates by @linfluence

0

2

9

3

0

23

Alexander Lin

@linfluence

1 month

Reforge is open to visionaries unafraid to challenge the status quo so let's build something extraordinary together. Our digital Renaissance is upon us. Read more on our website: DMs are open.

2

0

24

Alexander Lin

@linfluence

3 years

Fantom $FTM has been hitting the headlines and gaining a ton of hype. 🚀 See why I believe Fantom is a network worth keeping an eye on in my technical deep-dive report "Fantom $FTM: The Ghost of L1s". ⬇️ is a VERY simplified thread on the report 🧵 1/

3

2

22

Alexander Lin

@linfluence

1 year

like all software systems, crypto will also gravitate towards a modular design but modularity doesn't mean disaggregating the core components of one particular L1 it's building an ecosystem where scalable, interoperable, monolithic networks function as modular units themselves

4

3

17

Alexander Lin

@linfluence

1 month

@RyanJamesWeeks of @Bloomberg shared some insights on our critique: Feel free to keep reading for a further deep-dive on Reforge...

New Crypto Fund Comes Out Swinging for ‘Misaligned’ Incumbents

Ryan Weeks takes a look at some of the misaligned incentives at play in new crypto projects.

www.bloomberg.com

1

0

22

Alexander Lin

@linfluence

2 years

Crypto faces a perpetual market failure problem, decentralized or centralized aside. The existence of financial primitives and network mechanisms severely misaligns incentives and creates an ecosystem subject to high Pareto inefficiencies that will always favor bad actors.

4

1

22

Alexander Lin

@linfluence

2 years

Why am I bullish on Move? It's a language centered around the idea of being able to program scarcity and encode that property into a native, structural representation of digital assets at the bytecode level while ensuring it is safe. This is INCREDIBLY powerful.

3

4

22

Alexander Lin

@linfluence

2 years

Looking forward to diving into a quality discussion on all things web3 data and why blockchains unlock a new paradigm of asset ownership with these legends at @PennBlockchain @mikojava @jnthnvctr @mattofontana @SenaCeramic @Curiouscat178

Penn Blockchain

@PennBlockchain

2 years

Incoming: #PBC23 2/11/23 Panel Announcement "Blue Ocean of Web3 Data & AI" featuring @linfluence of @shimacapital @mikojava of @GumiCryptos @jnthnvctr of @protocollabs @mattofontana of @streamr @SenaCeramic of @ceramicnetwork Moderated by @Curiouscat178 of @PennBlockchain

0

9

0

2

22

Alexander Lin

@linfluence

2 years

@cdixon @zeroknowledgefm @AnnaRRose one of my favorites! top of mind episodes to check out: #21 - intro to zk proofs #34 - blockchain 101 what are smart contracts #48 - UX #69 - decentralized storage #135 - look into solana #141 - zk & games #190 - DAO privacy #203 - DAGs & MPC #208 - data availability

1

7

22

Alexander Lin

@linfluence

2 years

a key aspect of digital ownership will require the conglomeration of biometrics + zk/mpc/fhe + decentralized iot biometrics: nature's custody of user "keys" zk/mpc/fhe: secure and privacy-preserving compute iot: decentralize the point of asset origination, access, and storage

2

1

21

Alexander Lin

@linfluence

2 years

@camiinthisthang One of the best things that I did for my current career in crypto was to not start my career in crypto.

2

4

20

Alexander Lin

@linfluence

5 months

>have crypto bd teams made a concerted effort to grow the biz beyond the same group of people at every conference? >no ¯\_(ツ)_/¯

3

1

21

Alexander Lin

@linfluence

1 year

let's be candid about application layer protocol tokens...💡 fungible tokens for application layer protocols (non-US*) should be viewed purely as a mechanism that drives an injection of capital into the project and a way to provide people/entities exposure to the project's

5

2

20

Alexander Lin

@linfluence

1 year

i heard zero knowledge proofs and shared sequencers and restaking and modularity and real world assets can fix this

2

1

21

Alexander Lin

@linfluence

11 months

@Route2FI 9-5 with inflation is now 8-6

1

0

20

Alexander Lin

@linfluence

9 months

where is all this money coming from to pump these vapor tokens??? we're still under $1.75T in total market cap so that means the big dawgs have yet to come in to play strap in folks let's ball

2

1

19

Alexander Lin

@linfluence

6 months

>we need more apps!! >what apps do you wanna have? >... erm idk, games? 😅 we need to stop overthinking the application layer. it's simple: it'll be (1) everything we have on the existing internet stack / web2 + (2) a subset of unique crypto-native apps. both categories will

4

1

19

Alexander Lin

@linfluence

2 years

This is a preview into the future! a peer-to-peer, user-owned internet where users control a native identity layer and run fully-distributed, composable software server side on their own devices - a user-centric network and true data sovereignty @urbit + blockchains, anyone?

2

3

18

Alexander Lin

@linfluence

2 years

CBDCs right now

2

3

19

Alexander Lin

@linfluence

1 month

Thus, at Reforge, our mission is twofold: (1) Reforge the internet and financial system through distributed blockchain and adjacent technologies (2) Reforge the state of crypto venture capital

1

19

Alexander Lin

@linfluence

2 years

Imagine wanting to onboard the next billion people to use the internet but the only form of access was via LAN or dial-up connection... bit harder. Well, that's what we're doing with web3 - we're trying to run when we just started crawling. What we need is a web3 MOSFET 🫡

2

1

18

Alexander Lin

@linfluence

2 years

We’re at a market inflection point in web3 where the potency of financial incentive promises veiling the lack of excellent UI/UX/devX first principles of product development is starting to dissipate. The bar has been so low for too long - time to elevate.

14

2

18

Alexander Lin

@linfluence

4 months

after an “open source” project successfully completes a round of fundraising, in the spirit of open source, all fundraising materials used by investors for diligence should be released to the public

2

17

Alexander Lin

@linfluence

1 year

i project the rest of the bitlicense mafia -fidelity, paypal, robinhood, sofi - will attempt to launch their own appchain within the next 18-24 months coinbase is paving the way for a decentralized wall street

4

3

16

Alexander Lin

@linfluence

1 year

hey @s_alderoty , you're a legend

2

1

17

Alexander Lin

@linfluence

22 days

gmove 21.78mph during speed work; captured with @statsports #gmovechallenge

Movement

@movementlabsxyz

24 days

We want to see your best Gmove! Welcome to the #gmovechallenge

470

6K

4K

5

0

16

Alexander Lin

@linfluence

2 years

can’t wait for the day when we are no longer interested in network layer DAUs and only care about DAUs of applications and games

2

1

16

Alexander Lin

@linfluence

1 year

an important clarification: by "irrelevant" i moreso meant that there is infra that should be deprioritized in favor of infra that is more conducive for app development you don't need the electric grid to have lightbulbs. you don't need rollups to have an amm another ex. as

Alexander Lin

@linfluence

1 year

"How do you know that the infrastructure you are building solves a real problem until you have app teams that you are solving for?" - @nickgrossman ethcc 2023 takeaway: we're too focused on innovating and building irrelevant infrastructure for non-existent app teams

6

0

35

2

0

17

Alexander Lin

@linfluence

3 months

tbh, not rocket science current state: >have token to attract users (ie incentives) >token fails to retain users >shoot, the product doesn't retain users either new state: >have product that attracts users >have product that retains users >have token/product symbiosis >have

smac

@0xsmac

3 months

16

14

112

2

0

17

Alexander Lin

@linfluence

3 years

Congratulations to @YeleBademosi , @OnyinyeUmeaka , and the rest of the @MetaverseMagna team for the launch of the largest gaming guild in Africa. MVM was incubated in partnership with @OFRFund and I'm so stoked to be on this journey to help drive their mission forward.

1

4

14

Alexander Lin

@linfluence

2 years

One year ago today, @ElectricCapital released their popular and heavily cited 2021 Developer Report. We've recently seen a number of alternative and derivative analytics on dev activity surface, but I would love to see how Electric's data and methodology compares for 2022

0

16

Alexander Lin

@linfluence

3 years

Super excited to be joining @HowardZjh and @wyattkhos tomorrow AM to talk with amazing founders and their experience building in web3. @SpaceRunnersNFT @teaxyz_ @SolvProtocol @NetworkMeson Come chop it up with us at 10am ET, 4/7!

meson.network

@NetworkMeson

3 years

<Founders Forum> 😍Genesis episode! Roundtable with @SpaceRunnersNFT , @Teaxyz_ , @SolvProtocol by cohost with @shimacapital team, a rare opportunity to directly hear their insights on each project’s development and how web2 🤝 web3! 🚀 Link:

5

38

83

0

16

Alexander Lin

@linfluence

2 years

yes, speculation of price movements of crypto products is a form of product market fit, but not entirely when speculation turns out to be incorrect, market prices drop, leading to decrease consumer surplus and willingness to pay - one of the key indicators of product market fit

1

15

Alexander Lin

@linfluence

3 years

We've officially arrived at the point where crypto projects throw in "zk" and "zero-knowledge" into their pitch deck without having any idea how it actually works or how it can be properly implemented because 95% of VCs don't know either.

1

2

15

Alexander Lin

@linfluence

2 years

Solana Saga is a bold yet necessary move for realizing a true 'ownership' economy: centralized off-chain data assets that can now be natively trustless upon generation and subsequently decentralized in storage. Hardware oracles and decentralized IoT are the next frontier.

0

15

Alexander Lin

@linfluence

2 years

DAI in 2023: a stablecoin DAI in 2024: decentralized artificial intelligence blockchain and cryptography primitives will play a key role in AI safety

3

1

16

Alexander Lin

@linfluence

3 years

@calchulus switching things up here: @genopets is top of mind for me - it had such a unique onboarding and minting experience and I haven't even played the game yet @dydxprotocol - amazing design and support @tokenterminal - minimalist design for data and business intelligence extraction

2

1

16

Alexander Lin

@linfluence

3 years

gm. I have locked in my proof of attendance for @DCentralCon and Art Basel. Who else is going? Let's kick it

4

0

16

Alexander Lin

@linfluence

2 years

@katiewav @PennBlockchain this should be more than just table stakes and yet it isn’t. we have pseudo anon amateur js devs writing smart contracts moving millions in liquidity around with suboptimal security measures and after a rushed audit will tweet about how it’s magic internet money

1

0

16

Alexander Lin

@linfluence

2 years

Future wallets should and will have multi-layer security, uni-/bi-directional user flow management (e.g., app access experience is seamless, but asset access isn't), and a form of account abstraction dependent on the underlying settlement and execution network.

anand iyer

@ai

2 years

In 2 years will browser extension wallets (Metamask, Phantom etc.) still be as pervasively used to access dapps as they are today? If no, what does the future look like and how do we get there?

14

0

5

1

16

Alexander Lin

@linfluence

2 years

What happens when you create an enhanced invariant curve with an innovative coverage-ratio-based stableswap mechanism? Scalable equilibrium, slippage minimization, and $200M+ TVL in less than 24hrs. Sky is the limit!

Wombat Exchange 🐻🔁

@WombatExchange

2 years

Our Full Launch is an overwhelming success!🎉 🔥 TVL hits 200M, making us the 3rd largest #DEX on the @BNBCHAIN in less than 24 hours! 🔥 2M $WOM already locked 💥 Earn 73%+ APR from your stablecoins with us! Wombat is the best place to grow in this bear market. #StableswapV2

36

42

184

0

1

14

Alexander Lin

@linfluence

1 year

why does being only a week old and a relatively innovative (debatable) consumer crypto app make it ok to be terrible product?? oh maybe because the loudest voices in this echo chamber have the most to gain and “speedrunning [x] in [y] market” now makes experimenting new product

Jebus

@Jebus

1 year

"the econ isn't perfect!" ya, we know "the app sucks!" we're aware "blockchain transactions are public" ya man, we understand that too. its a week old app that has some clear potential, we're gonna see where it goes. thats it man, calm down.

7

20

197

2

0

16

Alexander Lin

@linfluence

6 months

the blockchain [tri]lemma needs a makeover. i propose a pentalemma with a prioritization hierarchy: - highest: (1) security, (2) performance - high: (3) privacy, (4) liquidity - low: (5) decentralization 1 & 2 brings web3 applications to parity with web2. 3 & 4 catalyzes

3

0

14

Alexander Lin

@linfluence

3 years

If I ask you for your resume and you send it to my metamask as an NFT, I'm not sure if I should block you or hire you.

5

0

13

Alexander Lin

@linfluence

6 months

the blockchain trilemma tradeoffs framework has fundamentally destroyed the design space of core blockchain network infra with the exception of few, we are where we are today - vapor infra prioritizing token as product (this is such a terrible take btw) - because of the trilemma

1

0

15

Alexander Lin

@linfluence

2 years

Are airdrops and monetary incentives going to be a consistent mechanism for blockchain infra and networks? Because with existing dynamics and utility, they absolutely should not be

5

0

13

Alexander Lin

@linfluence

1 month

Why are we backing subpar projects that fail to advance the industry? Recognizing this trend, founders become equally eager to pursue quick token launches as they veil their intentions and diligence efforts from investors with a black box of technical promises.

1

0

15